Planning matters

Preparing for Tax Season 2022

Last week the IRS announced our nation’s tax season will officially start Monday, Jan. 24, 2022 – meaning the tax agency will begin accepting and processing 2021 tax year returns on that day. Are you ready for tax season 2022? With the lingering pandemic, a variety of tax changes have happened in the last year,…

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Gratitude and Greetings from your Johnson Bixby team

It’s been another interesting year and your Johnson Bixby team is full of gratitude and looking forward to 2022 with optimism and hope. We asked our growing team what they are grateful for in the past year and what they are hopeful for in the coming one. Here are our responses, along with a snapshot…

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401(k) Rollover Considerations

A common question from our clients is what to do with an existing 401(k) account when changing jobs – leave it? Roll it? Convert it? Let’s look at 5 different ways you can handle the money you’ve accumulated in your employer-sponsored 401(k) plan after you no longer work there. 1. Leave it in your current…

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Steps to Make End of Year Less Taxing

The end of the year is fast approaching, and the holiday season is here! While it’s easy to push things off until the last minute, now is a good time to review your current financial records and take advantage of any last-minute tax savings. Also consider other steps you can take now – during Giving…

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Infographic: Social Security Announces 2022 Adjustments

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